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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

Green Building

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
301	Zurich Cantonal Bank Zurich, Switzerland	$80.4M	-$1.77M	47	0.62%	Reduced
302	TPSF Texas Permanent School Fund Austin, Texas	$80.4M	-$2.16M	32	1.22%	Reduced
303	Wedge Capital Management Charlotte, North Carolina	$80.3M	-$14.8M	11	0.9%	Reduced
304	Samlyn Capital New York	$79.3M	+$36.2M	2	1.66%	Increased
305	JP Morgan Private Wealth Advisors San Francisco, California	$79.1M	+$3.49M	16	0.36%	Increased
306	CIBC Asset Management Toronto, Ontario, Canada	$79.1M	+$1.51M	14	0.45%	Increased
307	Silvercrest Asset Management New York	$78.7M	+$11.2M	12	0.61%	Increased
308	HighTower Advisors Chicago, Illinois	$78.4M	+$7.14M	16	0.46%	Increased
309	HCM Hodges Capital Management Dallas, Texas	$78.3M	-$14.3M	8	10.3%	Reduced
310	JLBC J.L. Bainbridge & Co Sarasota, Florida	$78.3M	-$1.29M	2	10.89%	Reduced
311	Mirae Asset Global Investments Seoul, South Korea	$77.8M	+$15.7M	32	0.48%	Increased
312	Guggenheim Capital Chicago, Illinois	$77.8M	+$8.17M	24	0.58%	Increased
313	CC Carlson Capital Dallas, Texas	$77.4M	+$17.7M	3	1.4%	Increased
314	NIMC NWQ Investment Management Company Los Angeles, California	$77.3M	-$35.2M	5	1.92%	Reduced
315	GC GMT Capital Atlanta, Georgia	$76.9M	-$11.3M	2	2.97%	Reduced
316	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$76.8M	+$20.1M	17	0.65%	Increased
317	CAM Cacti Asset Management Atlanta, Georgia	$75.6M	-$1.89M	1	5.65%	Reduced
318	Chartwell Investment Partners Berywn, Pennsylvania	$75.6M	-$7.98M	10	2.5%	Reduced
319	CC Capital Counsel New York	$75.1M	-$4.44M	1	4.99%	Reduced
320	ORIO Old Republic International (ORI) Chicago, Illinois	$74.9M	+$10M	1	1.87%	Increased
321	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$74.8M	+$24.5M	3	3.1%	Increased
322	Fiduciary Management Inc Milwaukee, Wisconsin	$74.6M	+$333K	1	0.46%	Increased
323	RHBC R.H. Bluestein & Co Birmingham, Michigan	$74.5M	+$24.9M	11	3.72%	Increased
324	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$74.3M	+$12.4M	7	0.5%	Increased
325	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$74.1M	-$43.3M	3	2.26%	Reduced